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Technology Stocks : Compaq
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To: Luc Glinas who wrote (25212)4/29/1998 5:45:00 PM
From: KBP  Read Replies (1) of 97611
 
All,
This one is a long term winner. Dell hasn't figured out where the future money (service business) is and CPQ has. I could care less how long we languish in the 20's but once we break out this thing is steadily going to move north. Crying about daily volume and price while they fix their excess inventory and "merger with DEC" issues doesn't add a lot of value. I don't expect this thing to really move until sometime in Q3. Don't sell this one and check it out in December. You will have a nice gain for the year if you still hold this on 12/1. Best regards.

kbp
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